Notification API - Turn off related record notifications ?
Hi, I've been using the notification api for a couple of weeks and having my app respond to updates in CRM for contact and account records. I noticed that when you update a contact, then a notification is always being sent for the related account as well. I can see how this might sometimes be useful, but right now for me it's more trouble than it's worth. I noticed when calling the Get Notification Details endpoint (https://www.zohoapis.com/crm/v2/actions/watch), the that json response contains
API c# get module list, field, and field type, and etc
how to extract all of the modules, field names, and etc.? I do not need to know the data. just the module strcture
Kaizen #28 - Use cases related to Record Owner
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss a few use cases related to the Record Owner field. Who is a record owner? A record owner is a user of a CRM org who owns a record in a module. Any other user could have also created or owned this record, previously. This "owner" is a lookup field that points to the resource Users. Therefore, when you use this field, it must always be a JSON object in your input. The following are a few use cases related to the record
API for contact role in potentials ?
Is there an API to set/retrieve the contact roles of a contact linked to a potential ?
Extension pointers #4: Working with widgets to power-up extension capabilities (Part-1)
Connected apps help bring Zoho CRM together with the third-party applications and services. Connected apps provide support for exchanging data between Zoho CRM and third-party applications, authenticating other applications using single sign-on, and authorization
HOW TO ADD PRODUCTS, NOTES, ETC. TO LEAD USING PHP SDK V2 ??????????????
I´m new to zoho and using PHP SDK with API , I want to know how to add product and all sub-form. Pleas help me to getting out of this problem.. $records=array(); $moduleIns = $this->zohoinst->getModuleInstance("Leads"); $record= \ZCRMRecord::getInstance("Leads",null); //To get ZCRMRecord instance $record->setFieldValue("Company","API COMPANY"); $record->setFieldValue("First_Name","API FIRST NAME"); $record->setFieldValue("Last_Name","API LAST NAME"); $record->setFieldValue("Full_Name","API
Get AUTHENTICATION_FAILURE code but can't know why.
Hi all, When I request Zoho API V2.0 in order to post records in the crm, I get sometimes the following error : { "code": "AUTHENTICATION_FAILURE", "details": {}, "message": "Authentication failed", "status": "error" } And I don't know why. Before each post, I request an new access token from the refresh token, I do my post then I revoke the access token. It works correctly most of the time, but occasionally, it doesn't. I found nothing in the documentation about errors returned.
Manipulating the list price of the products in a pricebook whit the API or do not use the field list price in the quote module
Hi, im implementing the crm in a business that sells motorcycles and have 14 stores. The problem that i have is that every night the IT department of the business send me the products and their prices using the API, because the prices are going to change every day (dollar fluctuation ,etc). But are some problems that i cant belive you cant solve quickly.... 1. The API doesnt support to associate products to a pricebook. 2. The API doesnt support to update the price list of a specific product in a
PHP SDK : 2 warnings and no response
Hello, I'm trying to connect to your API, I followed all your instructions from your docs (Register your application, Installation, Configuration, Token Persistence etc.. ) I decided to use File Persistence and tried to execute the "Get Current User's sample", by passing all of my credentials to the $configuration array. Here is my $configuration array : $configuration=array( "client_id" => "XXXXXXXXXXXXXXXXXX", "client_secret" => "XXXXXXXXXXXXXXX", "redirect_uri" => "XXXXXXXXXXXXXXX", "currentUserEmail"
Right nowzoho not support Asterisk/Avaya/Elastix anyone have solution?
HI, We have just talk to phonebridge department and agent said right now zoho not support Asterisk/Avaya/Elastix. We have use asterisk any one have solution to integration or guide how to? We need popup incoming and outgoing looklike zoho api can only log and click2call.
Can not call API Phonebridge?
We try to integration crm with our pbx which is Asterisk But so far 3 days looklike API doesn't allow to do so. Anyone guide me how to cliacktocall and display incoming call. How to find scope list? Thank you
Zoho CRM API - Vendors
I'm pulling vendors records from zoho via the API. I hope to use the Vendor Image for display. In the returned records, I can see a "Record_Image" for example: "Record_Image": "9674ea36c6c7084edef516e10c75deba0605bb82e103aa3350abc3ba4337a48fecccd38d31d39315ab1c8ce05b53f1429c01b7cef220d280c5a5ed9a32ef2f035d7a239b2d2845aa77182416a83d580a" My assumption is that this is a base64encoded image, but I can't get it to display. What am I missing? Thanks
Zoho CRM API version 2 - Do Refresh Token Expire?
Do refresh token expire in Zoho CRM API version 2? Access Token expire after 3600 seconds (1 hour).
Using Headers to access CRM data with Classic ASP
Hi, I am really struggling with the API documentation. We collect a lot of data on clients in our own website and want to update CRM with this data. As a starting point, simply adding a new website registration as a Lead would be useful. What we want to do is simple: 1. User registers with our website 2. When registered, the website sends off a search request to CRM. 3. If that search comes up with no matches, we Insert a record as a Lead The site is based on Classic ASP and I would like to do this
My custom persistence not working.
Hello, I have followed the documentation to implement my own custom persistence class but it's not saving the access token in the database. the class path is as the following: file: App\Crm\ZohoCRM\MyZohoOAuth.php class name: MyZohoOAuth my configration array $configuration = [ 'client_id' => env('ZOHO_CLIENT_ID'), 'client_secret' => env('ZOHO_CLINET_SECRET'), 'redirect_uri' => env('ZOHO_REDIRECT_URI'), 'currentUserEmail' => env('ZOHO_EMAIL'),
Auto-Update Custom Zoho CRM Field with value located on "Zoho Spreadsheets"?
Version: Zoho CRM Professional, 4 users. I'm trying to automatically update a custom Zoho CRM field within the "Leads" module, using a value found on a "Zoho Docs Spreadsheet". I need this field in all zoho crm "lead" records to update automatically daily. The excel equivalent to what I want is using "VLOOKUP" a value within in another file. For instance, if "Car 123" is the zoho crm custom field value, it looks up "Car 123" in the external spreadsheet in column "A", then if found returns the value
Display related rows from custom table in a section of a tab on a CRM account.
We are just getting started with ZoHo applications. What is the best method for displaying related rows from a custom table(cust_equip) that is in our workspace in analytics which was created by uploading data from a excel worksheet. This custom table will be refreshed on a schedule so the user will be able to view most current data. Some Accounts, not all, have rows in this custom table(cust_equip). A CRM Account is related to it's rows in this custom table(cust_equip) by it's Zoho Id(i.e. AccountNumber).
Cannot Set Referrer or First_Visited_URL via the API
Hello, I'm working on a custom form that needs to do several things on our website, one of which is to add a lead into Zoho CRM. We used to use a Zoho Webform for this, but the number of things we now have going on make that impossible. I'm trying to set either the 'referrer' field or 'first_visited_url' field when a I add the lead to Zoho, but neither seem to work nor do they return any errors. The lead gets added with the rest of the fields I have specified, and those fields blank. The date I'm
Kaizen #25 - Zoho CRM API - Common Errors and Error Handling
Hello everyone! Welcome back to yet another post in Kaizen! In this post, we will discuss the most common errors that you may encounter while using Zoho CRM APIs. You can consider this post to be a concise guide that you can refer to whenever you are stuck with any error while making API calls. All Zoho CRM V2 APIs follow REST standards, i.e, they use the HTTP request methods GET, POST, PUT, PATCH, and DELETE. Here is a quick glance at the functionality of each request method. GET : To retrieve
Server responds with Internal server error for Lead search API call
Hello, Since today we are having problems with: https://www.zoho.com/crm/developer/docs/api/search-records.html API call. When a Lead exists on CRM we regularly get {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"}. Example: * Lead exists on CRM call: curl "https://sandbox.zohoapis.com/crm/v2/leads/search?criteria=((Email:equals:mailexists%40mail.com))" \ -X GET \ -H "Authorization: Zoho-oauthtoken sometoken" {"code":"INTERNAL_ERROR","details":{},"message":"Internal
Missing Refresh token?
Hi, We have try lot of thing but still missing refresh token. Do free plan can not have refresh token? Thank you
Extension Pointers #3: Learn to use Custom Variables while building extensions
Looking for an option to store static information that can be accessed across an entire extension? The solution you're seeking is Custom Variables! What are Custom Variables? Custom variables store static information in your CRM. They are global variables
Adobe Sign Add On Zoho CRM
Hi, I have installed the Adobe Sign for Zoho CRM from Markeplace Version 17.0. it installed the Add in but there is an error for Authorization Failed when I attempt to do the Connector for Adobe API "Authorize" Button. See Error below attached:
Multi-select Lookup through API
Hi, We have a problem accessing records from API for a LinkingModule : https://crm.zoho.com/crm/private/xml/LinkingModule1/getRecords?authtoken=XXXX&scope=crmapi&newFormat=2&selectColumns=All <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/LinkingModule1/getRecords"> <error> <code>4600</code> <message>Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.</message> </error> </response>
[INVALID_REQUEST_METHOD] error when uploading an attachment with the REST API
One of my clients is experiencing an issue when trying to upload an attachment to one of his Deals. I was able to reproduce by uploading a simple text file to a Task object in the test account available to me. The error that we are encountering is the below: [INVALID_REQUEST_METHOD] The http request method type is not a valid one. What makes this confusing is that the documentation for the pertinent endpoint indicates that POST is the appropriate HTTP method for the request ("https://www.zoho.com/crm/developer/docs/api/upload-attachment.html"),
Can not find setup > channel > telephony in developer edition
Hi all, I have registered Zoho account and sign in https://developer.zoho.com/crm, but in setup > channel I dont see telephony, how to enable this setting? I want to test integrate phonebridge with our customer PBX Thank you,
Getting a Multi Lookup from a converted Lead
Hello to you all, I was trying to retrieve "Multi-Select Lookup" from a converted lead, how can I do that? I have to retrieve the converted lead JSON and acquire multi-select lookup and map/ update the data into a related record in a different module. Thanks Note #1: "https://www.zohoapis.com/crm/v2/Leads/search?converted=true&criteria=(id:equals:" + id+ ")" didn't work
Kaizen #24 - CORS and the JS SDK
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss the Cross-Origin Resource Sharing (CORS), and how it is used in Zoho CRM's JS SDK. What is CORS? Cross-Origin Resource Sharing (CORS) is a mechanism that uses additional HTTP headers in requests to allow web apps running in origin A, access to selected resources in origin B. The below image depicts how CORS requests are served in a browser. Here, in a web document hosted in domain-a.com, the main page, the layout
Invalid Ticket ID 4834
For my calls to insert contact records i get this error response. Does anybody know a solution to this problem? <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/insertRecords"><error><code>4834</code><message>Invalid Ticket Id</message></error></response>
Kaizen #22 - Connections in Zoho CRM
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss Connections in Zoho CRM. In this post, we will discuss the following: What are connections? Authentication types Creating a connection Using a connection 1. What are Connections? A Connection (or a connector) is a simple authentication mechanism to connect your Zoho CRM account with a third-party app. Zoho provides default integration support to a wide range of apps like core Google services (Contacts,
New to Zoho, trying to accomplish the following
Hi all— I’m entirely new to Zoho, but I am an experienced developer otherwise. Im building a website with a form on it that once submitted I’d like it to wait synchronously for a few ages to happen on the back end (being Zoho): User submits form, page goes into a period of waiting Form data saved to Zoho CRM as a lead Using lead data from Zoho CRM, execute a 3rd party (external) API call Store the resulting API call data in Zoho CRM and relate it to the new lead Provide the still waiting form submitter
How API auth is working ?
Hello, I'm trying to have API working inside my symfony project. I've been struggling a bit but now I'm able to display current user - this is the first step. My question is about auth. For now what I did is : - Generate self-authorized grant and refresh token from developerconsole - Copy grant token for backup - I generated refresh token by making a POST request with the URL below https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code
Kaizen #23 - Widgets
Hello Everyone! Welcome to another week of Kaizen! In this post, we are going to discuss Widgets in detail. First things first—What are Widgets? Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions that utilize data from third-party applications. You can build widgets for Zoho CRM using our JS SDK. For instance, You want your sales representatives to handle new requirements/customization requested by prospects by raising internal
Upload File to File Upload Field with Zoho Java SDK
Hi, I was wondering if it is possible to upload a File to a file upload field in a custom module using the Zoho Java SDK. I am able to upload a file as an attachment like this: ZCRMRecord record = ZCRMRecord.getInstance(...); APIResponse responseIn = record.uploadAttachment(pathToFile); This works fine, but it would be nice if I could upload the file directly to the file upload field instead of uploading it as an attachment. Is this possible and if so how? Thanks
Zoho Webhook
Hi I have a task that requires me when a record is added to Zoho crm I would need to update a record in Pipedrive. Pipedrive will allow api calls that I can use Zoho webhooks to call. The problem is that I need to do 2 webhook api calls. The first is to find the user id (by calling pipedrives getuser method) then retrieve the user id and pass that to the second webhook call and call the pipedrive updateperson api. Can this be done? I cannot figure out how to retrieve a value from a webhook call
refreshToken is blank
When running the following, I get a response and the zcrm_oauthtokens.txt file is saved, but both only have an access token but the refresh token is blank. $configuration = [ "client_id" => $client_id, "client_secret" => $client_secret, "redirect_uri" => $redirect_uri, "currentUserEmail" => $currentUserEmail, "token_persistence_path" => $token_persistence_path ]; ZCRMRestClient::initialize($configuration); try { $oAuthClient = \zcrmsdk\oauth\ZohoOAuth::getClientInstance();
Internal Error - no details
Okay so for the past week I've been trying to automate assigning a correct layout based on some other fields after an automatic Import from Skyvia (which uses API). 1. Workflows (on create) for multiple records are unreliable or not triggered at all - so that option went out of the window 2. Workflows (date/time) worked but since it's not documented I can't be sure if it'll work 3. Mass update - nope, it's supposed to be automatic, I can't have people doing mass updates when they should be doing
zcrmsdk/oauth/exception/ZohoOAuthException with message 'Refresh token is not provided.'
Hi Team, I'm currently following this code sample: https://www.zoho.com/crm/developer/docs/php-sdk/module-sample.html?src=field_details In my $configuration array I have set:- $configuration['client_id'] = {client_id}; $configuration['client_secret'] = {client_secret}; $configuration['redirect_uri'] = {redirect_uri}; $configuration['currentUserEmail'] = {currentUserEmail}; $configuration['apiVersion'] = "v2"; $configuration['sandbox'] = true; $configuration['applicationLogFilePath'] = {applicationLogFilePath};
Response 204 for lead info request
I'm making a request for lead information, https://www.zohoapis.eu/crm/v2/Leads/235277000000516277 And I don’t always get it. Sometimes the answer is 200 and information is lead, and sometimes the answer is 204 and nothing. At the same time, no one changes anything in the personal account. here is the log of my queries: 01/09/2020-14: 46: 44 - answer 200 and information 01/09/2020-14: 54: 43 and later - answer 204 help me please: How to get lead data always? and what does the answer depend on?
Error: getaddrinfo ENOTFOUND workspace-zoho.csez.zohocorpin.com (NodeJS SDK)
Hello community, I'm currently working on a website development using NodeJS SDK and i'm encountering an annoying issue. I am just trying to request my Zoho CRM datas with a simple get all users request (it doesn't work with modules etc either by the way). Here is my configuration : The initialization and my request : Here is the error i have from the response of the request (on the console.log(response) ) : I tried several things like configuration and kind of request changes but always the same
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